LK
LK

Lynne Kistenmacher

33 Years of Experience
Hallandale Beach, FL
Broker

Lynne Kistenmacher is a registered investment advisor at Raymond James & Associates, INC., based in Hallandale Beach, FL, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1010 S Federal Highway, Suite 2002, Hallandale Beach, FL, 33009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
November 2023 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Morgan Stanley
March 2014 - November 2023 · 9 yrs 8 mos
Morgan StanleyBroker
March 2014 - November 2023 · 9 yrs 8 mos
UBS Financial Services INC.Broker
January 2010 - March 2014 · 4 yrs 2 mos
UBS Financial Services INC.
January 2010 - March 2014 · 4 yrs 2 mos
UBS International INC.
March 2005 - January 2010 · 4 yrs 10 mos
UBS International INC.Broker
March 2005 - January 2010 · 4 yrs 10 mos
Citigroup Global Markets INC.
April 1994 - April 2005 · 11 yrs
Citigroup Global Markets INC.Broker
April 1994 - April 2005 · 11 yrs
Barnett Investments, INC.Broker
April 1992 - April 1994 · 2 yrs
State Registrations2 states
FLUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.